The political and economic turmoil of Italy in the latter half of 2011 seems distant compared to the relatively stable, Italy which we see today. However, according to Nicola Marinelli, portfolio manager at Glendevon King Asset Management, investors will be in early on Monday to watch how the market reacts.
Following the recent earthquake in Italian politics, with the decision by technocrat prime minister Mario Monti to leave his post earlier than the country’s general elections, there is a clear risk that Italy will have to ask for the intervention of the European Central Bank in 2013, according to Nicola Marinelli, portfolio manager at Glendevon King Asset Management.
Nicola Marinelli, portfolio manager at Glendevon King asset management, argues that the Spanish bail-out and concerns on the newly elected government in Greece are calling for urgent action by eurozone leaders.
Yannick Naud, portfolio manager at fixed income boutique Glendevon King Asset Management, is standing for the Mouvement Democratique (MoDem) Party in the French elections to parliament.
Managers agree the French downgrade was foreseeable but markets have been choppy since reopening. Many predict the downgrade will impact fixed income and equity valuations and the lending capacity of the EFSF.
New advisory board members at Glendevon King AM Glendevon King Asset Management, the independent fixed income boutique, has appointed Andrew Grant and Jeremy Soames to its advisory board to provide strategic input and advice for the company. Grant founded Tulchan Communications in May 2000. Prior to that, he was a partner at Brunswick Group. Soames […]
Glendevon King Asset Management (GKAM) has launched a Norwegian krone class of shares in its Global Bond Fund II, a fixed income fund that invests mainly in bonds of companies based in Norway, Sweden, Finland and Denmark.
GLG fixed income and Goldman Sachs European equities managers line up moves to Schroders, former Barclays Wealth directors to join Fleming family office, Carmignac announces Cvetanovski replacement, GKAM adds to advisory board, Skagen appoints for Amsterdam office.
Richard Kendall and Nicola Marinelli of Glendevon King Asset Management believe big is not necessarily beautiful when it comes to fixed income fund management.